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It’s the third wirehouse team to move to HighTower's outsourcing service this year.
February 21
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The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.
February 21
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The planner-turned-RIA owner is an industry veteran of nearly four decades.
February 21
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A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.
February 21
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The firm picked up one adviser each from Merrill Lynch and UBS.
February 17
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The recruit joined the bank’s private wealth management division after 14 years with the wirehouse.
February 15
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The group generated nearly $5 million in annual production while at the wirehouse, according to the regional firm.
February 13
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Two advisers in the group are industry veterans who began their careers in the mid-1990s.
February 8
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The two planners generated over $1 million in production, according to the regional firm.
February 8
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The former planner says she was wrongfully terminated and that she did not agree to settle with the wirehouse.
February 8
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A look at which wirehouse and regional firms have been the most successful in attracting top recruits – and how things may shape up this year.
February 7
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The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1
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The new recruit generated $850,000 in annual revenue, according to the regional BD.
January 31
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The firm also scooped up a market manager from Stifel.
January 30
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The wirehouse also reported record revenue of over $2 billion for the recent quarter.
January 27
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On Wall Street's annual ranking of successful young planners.
January 26
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The recruit generated $2 million in annual production, according to Merrill.
January 26
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The wirehouse's new hires oversaw $466 million in client assets, according to a spokesman.
January 25
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On Wall Street's annual ranking of successful young planners.
January 25
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The adviser reversed course after Merrill Lynch unveiled plans to phase out commission-based retirement accounts as part of its plan to comply with the Department of Labor's fiduciary rule.
January 24
